by Richard Bradley | 21 October 2022 | UK Financial Advisers
UK financial advisers have served steadily increasing numbers of ongoing clients in recent years, with each adviser now having an average of 115 ongoing clients – up from only 86 in 2016, according to FCA data. Some of this growth is because advisers have been...
by Richard Bradley | 16 September 2022 | UK Wealth Management
Advisers have been squeezing costs in the value chain for the past decade. Their own fees have held up well – after all, they’re the ones in the driving seat, and with direct contact with clients advisers are well-placed to extol the value of their services. But the...
by Richard Bradley | 24 June 2022 | UK Wealth Management
Model portfolio services used by third-party financial advisers remained the fastest growing area for wealth management assets last year. The big question is: how much more has MPS growth got to run? MPS assets totalled a little over £80bn at the end of 2021,...
by Richard Bradley | 18 March 2022 | UK Adviser Platforms
The adviser platform market is more sluggish and less competitive than one might have expected from the number of players and the greater ease of moving assets between platforms. A steady but slow decline in platform charges has continued in the last couple of years,...
by Richard Bradley | 04 March 2022 | UK Financial Advisers, UK Fund Distribution
We have seen a steady evolution in UK financial advisers’ propositions since pension freedoms with a tightening up of processes for clients in decumulation. This has included more cash flow planning, and greater emphasis on performing fuller and more proactive annual...
